Working with Agenda Items - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier

In the Meeting Agenda pane, an agenda item is designated with a paper icon.

The following options are available when right-clicking on an existing agenda item:

Option

Description

Closed Session

Select to mark an agenda item as a closed session. Closed session agenda items appear as a paper icon with a lock.

Note:

The Closed Session Access security privilege is required to view or modify closed session agenda sections. Depending on your system's configuration, closed session agenda item supporting documents may be replaced by a single blank page when the packet is generated.

To mark a closed session agenda section as open session, reselect this option.

Delete

Select Delete to delete the agenda item.

Note:

Once an agenda item has been added to a meeting, it can be deleted by any users with the Write/Edit security setting for the meeting type as long as a motion has not been recorded on the item.

If the agenda item does not contain supporting documents or motions, you are prompted to confirm that you want to delete the agenda item. Click OK to delete the agenda item.

If the agenda item contains supporting documents, the following message box is displayed:

  • Click Delete Item Only to delete the agenda item and retain the supporting documents.

  • Click Delete Item and Documents to delete the agenda item and any supporting documents.

You can also move agenda items to another section in the agenda, reorder agenda items within sections, and view the agenda item details.